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Adding Staff bookings from the Schedule Grid

You can quickly and easily create new Staff bookings directly from your Schedule Grid.

Read further to learn how to add Staff bookings via the new booking button at the top of the Schedule Grid, the Schedule Grid's session drawer, or find answers to frequently asked questions.

New to the Schedule Grid? You can begin with the article, Introduction to the Schedule Grid, to learn more.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Calendar > Schedule Grid
     

What more do I need to use this feature?

Which Checkfront version supports this feature - classic items, classic products, or both?

  • Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products. 

 

Callout icon of a bullseye with an arrow, indicating frequently asked questions.

What is a Staff account?

A Staff account lets you provide access to individuals who need to manage inventory, availability, or bookings.

 

Adding new Staff bookings

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You can add Staff bookings from your Schedule Grid in several places.

 

Adding Staff bookings from the Schedule Grid

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You can create a Staff booking via the new booking button at the top of the Schedule Grid. Follow these steps:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Click the New Booking button to open the New Booking page in a new browser tab.

    Schedule grid page with annotation highlighting ‘New Booking' button.
     
  3. Follow the booking workflow to complete the booking for your Guest.
     

Adding staff bookings from the session drawer

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Follow these steps to create a Staff booking from the Schedule Grid's session drawer:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Select a session to view its details.

    Schedule grid page with annotation highlighting choosing a session tile.
     

  3. Click the Add Booking button to open the New Booking page in a new browser tab. 

    Schedule grid session drawer with annotation highlighting ‘Add Booking' button.

    Note: this button is not enabled if the session is full.
     

  4. Follow the booking workflow to complete the booking for your Guest. 
Callout-classic-icon-note.png
 You can close the session drawer by clicking the X button or pressing [Esc] on your keyboard.

 

Frequently asked questions

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What product availability does the Schedule Grid display?

  • The Schedule Grid only displays products with Timeslots availability. 

 

Next Steps

You can continue to the next article in this series to learn more about adjusting the layout of the Schedule Grid.

 

< Viewing session details from the Schedule Grid  |    Adjusting the layout of the Schedule Grid >

 

 

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